📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
0 analysed today
FollowTelegram
0
Today
152,139
All-time analysed
43,645
Positive
6,747
Negative
92,898
Neutral
8,781
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
48 announcements match the current filters (relevance ≥ 5).
Apollo Hospitals Q4 FY26 Consolidated Revenue Up 18% YoY; PAT Rises 7%
Apollo Hospitals Enterprise Limited reported an 18% YoY growth in consolidated revenue for Q4 FY26, reaching ’66,055 million. Consolidated EBITDA grew by 36% YoY to ’10,109 million, with margins improving to 15.3%. Profit After Tax (PAT) for the quarter increased by 7% YoY to ’4,120 million, impacted by tax adjustments from the previous year. Additionally, the company announced a strategic combination of its Mother & Child and Fertility businesses with Cloudnine, valuing AHLL's segment at ’1,550 crores.
Key Highlights
Consolidated revenue for Q4 FY26 grew 18% YoY to ’66,055 million.
Consolidated EBITDA increased by 36% YoY to ’10,109 million with a margin of 15.3%.
Healthcare Services revenue rose 16% YoY to ’32,678 million with an occupancy rate of 68%.
Apollo HealthCo total revenue grew 20% YoY to ’25,184 million, while digital cash loss reduced to ’16 crores.
AHLL Mother & Child and Fertility businesses to combine with Cloudnine, valued at ’1,550 crores for cash and a 9.9% equity stake.
👀 What to Watch
Investors should view these results positively due to strong EBITDA growth and the value-unlocking merger of the maternity business with Cloudnine. Monitor the reduction in digital health losses and operational performance of newly commissioned hospital beds.
Apollo Hospitals FY26 PAT Rises 15% to ₹1,493 Cr; Divests Specialty Assets for ₹1,550 Cr
Apollo Hospitals reported a strong financial performance for FY26, with standalone revenue growing 13.7% to ₹9,326 crore and PAT increasing 15% to ₹1,493 crore. The board recommended a final dividend of ₹10 per share and approved a major divestment of its specialty and fertility assets to Kids Clinic India (Cloudnine) for an enterprise value of ₹1,550 crore. This transaction provides ₹765 crore in cash and a strategic 9.9% equity stake in Cloudnine. Additionally, the company is merging its North India subsidiary into the parent entity to streamline its corporate structure.
Key Highlights
Standalone Revenue for FY26 grew to ₹93,262 million compared to ₹82,021 million in the previous year.
Profit After Tax (PAT) increased 15% YoY to ₹14,926 million from ₹12,963 million.
Divesting ASHPL and AFCPL to Cloudnine for ₹15,500 million, receiving ₹7,650 million in cash and 9.9% equity.
Recommended a final dividend of ₹10 per share (200%) with a record date of August 14, 2026.
EBITDA for the full year stood at ₹23,280 million, representing a growth of 13.9% YoY.
👀 What to Watch
Investors should look favorably on the asset divestment as it unlocks value and provides a strategic stake in a specialized player like Cloudnine. The steady double-digit growth in earnings and consistent dividend payout support a long-term hold strategy.
Apollo Hospitals FY26 PAT Rises 15% to ₹1,493 Cr; Announces ₹1,550 Cr Divestment & ₹10 Dividend
Apollo Hospitals reported a strong financial performance for FY26 with standalone PAT growing 15% YoY to ₹14,926 million. The company announced a major strategic divestment of its specialty and fertility units to Kids Clinic India (Cloudnine) for an enterprise value of ₹15,500 million, receiving both cash and a 9.9% equity stake in Cloudnine. Additionally, the board approved the merger of Apollo Hospitals North Ltd into the parent company and recommended a final dividend of ₹10 per share.
Key Highlights
Standalone Revenue for FY26 increased 13.7% YoY to ₹93,262 million compared to ₹82,021 million in FY25.
Divesting ASHPL and AFCPL to Cloudnine for ₹15,500 million, comprising ₹7,650 million cash and 9.9% equity stake.
Standalone EBITDA grew to ₹23,280 million in FY26 from ₹20,442 million in the previous fiscal year.
Recommended a final dividend of ₹10 per equity share (200%) with a record date of August 14, 2026.
Approved the merger of wholly-owned subsidiary Apollo Hospitals North Limited into the company via NCLT route.
👀 What to Watch
The divestment unlocks significant value and provides strategic equity exposure to the maternal care segment; investors should maintain a positive outlook given the steady earnings growth and healthy dividend payout.
Apollo Hospitals FY26 PAT Rises 15% to ₹1,493 Cr; Divests Specialty Units for ₹1,550 Cr
Apollo Hospitals reported a strong performance for FY26, with standalone revenue growing 13.7% YoY to ₹9,326 crore and PAT increasing 15% to ₹1,493 crore. The company announced a significant strategic divestment of its specialty and fertility units to Kids Clinic India (Cloudnine) for an enterprise value of ₹1,550 crore, involving a mix of cash and a 9.9% equity stake in Cloudnine. A final dividend of ₹10 per share was recommended, and the board approved the merger of its North India subsidiary into the parent entity. Leadership continuity is secured with the re-appointment of Dr. Prathap C Reddy as Executive Chairman for two years.
Key Highlights
Standalone Revenue for FY26 increased to ₹9,326.2 crore compared to ₹8,202.1 crore in FY25.
Net Profit (PAT) grew by 15% YoY to ₹1,492.6 crore with an EBITDA of ₹2,328 crore.
Divesting ASHPL and AFCPL units for ₹1,550 crore, receiving ₹765 crore in cash and 9.9% equity in Cloudnine.
Recommended a final dividend of ₹10 per equity share (200%) for the financial year 2025-26.
Approved the merger of wholly-owned subsidiary Apollo Hospitals North Limited into the company.
👀 What to Watch
The divestment of non-core specialty units for a significant cash inflow and equity stake in a leading mother-and-child care brand is a value-unlocking move. Investors should remain positive on the stock given the steady double-digit growth in core hospital operations and healthy dividend payout.
Apollo Hospitals FY26 PAT Rises to ₹14,926M; Divests Stake to Cloudnine for ₹15,500M
Apollo Hospitals reported a strong financial performance for FY26 with a net profit of ₹14,926 million, up from ₹12,963 million in the previous year. The company announced a significant divestment of its specialty and fertility units to Kids Clinic India (Cloudnine) for an enterprise value of ₹15,500 million, which includes ₹7,650 million in cash. Additionally, the board recommended a final dividend of ₹10 per share and approved the merger of its subsidiary, Apollo Hospitals North Limited, into the parent company. These moves indicate a strategic focus on streamlining operations and unlocking capital from non-core assets.
Key Highlights
FY26 Revenue from operations grew to ₹93,262 million compared to ₹82,021 million in FY25.
Net Profit (PAT) for the full year increased by 15% to reach ₹14,926 million.
Divesting stake in ASHPL and AFCPL for ₹15,500M EV, receiving ₹7,650M cash and a 9.9% stake in Cloudnine.
Recommended a final dividend of ₹10 per equity share (200%) with the record date set for August 14, 2026.
Approved the merger of wholly-owned subsidiary Apollo Hospitals North Limited into the parent entity.
👀 What to Watch
Investors should find the divestment and cash inflow positive for the company's balance sheet and future expansion plans. The steady growth in earnings and the ₹10 dividend support a long-term hold strategy.
Apollo Hospitals FY26 PAT up 15% to ₹1,493 Cr; ₹10 Dividend Declared; Divests Assets for ₹1,550 Cr
Apollo Hospitals reported a strong financial performance for FY26, with consolidated revenue growing 13.7% to ₹9,326.2 crore and Profit After Tax (PAT) rising 15% to ₹1,492.6 crore. The Board recommended a final dividend of ₹10 per share (200% of face value) and fixed August 14, 2026, as the record date. Strategically, the company announced the divestment of its fertility and specialty hospital stakes to Cloudnine for an enterprise value of ₹1,550 crore, which includes a ₹765 crore cash component and a 9.9% equity stake in Cloudnine. Additionally, the merger of Apollo Hospitals North Ltd into the parent company was approved to streamline operations.
Key Highlights
Recommended a final dividend of ₹10 per equity share (200% of ₹5 face value) for FY2025-26.
Annual Revenue from operations increased to ₹9,326.2 crore in FY26 compared to ₹8,202.1 crore in FY25.
Net Profit (PAT) for the full year grew by 15% to ₹1,492.6 crore from ₹1,296.3 crore YoY.
Divesting AHLL's stake in specialty and fertility centers to Cloudnine for ₹765 crore cash and a 9.9% equity stake.
Re-appointed Dr. Prathap C Reddy as Executive Chairman for two years and Ms. Rama Bijapurkar as Independent Director for five years.
👀 What to Watch
Investors should take note of the steady double-digit growth in earnings and the strategic unlocking of value through the AHLL divestment. The dividend and the new equity stake in Cloudnine provide both immediate returns and long-term strategic exposure to specialized healthcare segments.
Apollo Hospitals FY26 PAT Rises 15% to ₹1,493 Cr; Announces ₹1,550 Cr Divestment Deal
Apollo Hospitals reported a strong performance for FY26 with standalone net profit rising 15% YoY to ₹14,926 million. The company announced a major strategic divestment of its specialty and fertility hospital stakes to Kids Clinic India (Cloudnine) for an enterprise value of ₹15,500 million, which includes a ₹7,650 million cash component and a 9.9% equity stake in Cloudnine. Shareholders are set to receive a final dividend of ₹10 per share, while the board also approved the merger of its North India subsidiary into the parent company to streamline operations.
Key Highlights
Standalone Revenue for FY26 grew 13.7% YoY to ₹93,262 million compared to ₹82,021 million in FY25
Standalone Net Profit increased to ₹14,926 million with a Basic EPS of ₹103.81
Divestment of ASHPL and AFCPL to Cloudnine for ₹15,500 million enterprise value, securing a 9.9% stake in Cloudnine
Recommended a final dividend of ₹10 per equity share (200% of face value) for FY25-26
Dr. Prathap C Reddy re-appointed as Executive Chairman for a further period of two years from June 2026
👀 What to Watch
The strong earnings growth combined with strategic value unlocking through the Cloudnine deal makes the stock attractive; investors should monitor the completion of the divestment and the integration of the North India subsidiary.
Apollo Hospitals Assigned ICRA AAA (Stable) Credit Rating for Rs 3,000 Crore Bank Facilities
Apollo Hospitals Enterprise Limited has received new credit ratings from ICRA Limited for its bank facilities totaling Rs 3,000 crore. The rating agency assigned an '[ICRA]AAA (Stable)' rating for long-term fund-based term loans amounting to Rs 2,052 crore. Additionally, unallocated long-term/short-term limits of Rs 948 crore were assigned '[ICRA]AAA (Stable) / [ICRA]A1+' ratings. This highest-tier credit rating reflects the company's exceptionally strong financial profile and robust debt-servicing capability.
Key Highlights
ICRA assigned '[ICRA]AAA (Stable)' rating to Rs 2,052 crore long-term fund-based term loans.
Unallocated limits of Rs 948 crore assigned '[ICRA]AAA (Stable) / [ICRA]A1+' ratings.
Total bank facilities rated by ICRA stand at Rs 3,000 crore.
Major lenders include Bank of India (Rs 769 crore), Axis Bank (Rs 500 crore), and State Bank of India (Rs 318 crore).
👀 What to Watch
Investors should view this as a highly positive confirmation of Apollo Hospitals' financial health and low credit risk. The AAA rating ensures the company can continue to borrow at competitive interest rates to fund future growth.
Apollo Hospitals Receives NCLT Order to Reschedule Stakeholder Meetings for Composite Scheme
Apollo Hospitals Enterprise Limited has received a certified order from the NCLT Chennai Bench regarding its Composite Scheme of Arrangement involving Apollo Healthco, Keimed, and Apollo Healthtech. The Tribunal has approved the company's request to reschedule meetings for equity shareholders and creditors to late June 2026. This procedural update is part of the ongoing restructuring to consolidate the company's pharmacy and digital health businesses. The equity shareholders' meeting is now officially set for June 24, 2026.
Key Highlights
NCLT Chennai Bench approved the rescheduling of stakeholder meetings via an order dated May 5, 2026.
Equity Shareholders meeting rescheduled from May 27, 2026, to June 24, 2026, at 2:30 PM.
Secured Creditors meeting moved to June 24, 2026, at 10:00 AM.
Unsecured Creditors meetings rescheduled to various slots on June 24 and June 25, 2026.
The scheme involves the integration of Apollo Healthco Limited and Keimed Private Limited into the group structure.
👀 What to Watch
Investors should note the revised timeline for the corporate restructuring and monitor the voting outcomes of the stakeholder meetings scheduled for June 24-25, 2026.
Apollo Hospitals Receives NCLT Order for Keimed-Healthco Merger; Meetings Set for May 27, 2026
Apollo Hospitals has received the NCLT order regarding its composite scheme of arrangement involving Apollo Healthco, Keimed Private Limited, and Apollo Healthtech. The tribunal has scheduled meetings for equity shareholders and unsecured creditors of the company on May 27, 2026, to vote on the restructuring proposal. This scheme aims to integrate the pharmacy distribution business of Keimed with Apollo's digital health and pharmacy platform. A high consent level of 90.96% from certain secured creditors has already been noted by the tribunal.
Key Highlights
NCLT Chennai Bench issued the order on April 15, 2026, for the composite scheme of arrangement.
Equity shareholders' meeting for Apollo Hospitals is scheduled for May 27, 2026, at 2:30 PM.
Unsecured creditors' meeting for the company is set for May 27, 2026, at 11:00 AM.
Secured creditors' meeting for Applicant Company 1 is scheduled for May 27, 2026, at 10:00 AM.
Consent of 90.96% from secured creditors led to the dispensation of meetings for certain applicant entities.
👀 What to Watch
Investors should monitor the outcome of the shareholder and creditor meetings on May 27, 2026, as this restructuring is a key driver for value unlocking in Apollo's pharmacy and digital health ecosystem.
Apollo Hospitals Receives NCLT Order to Convene Meetings for Composite Scheme on May 27, 2026
Apollo Hospitals Enterprise Limited (AHEL) has received an order from the NCLT Chennai regarding its composite scheme of arrangement involving Apollo Healthco, Keimed, and Apollo Healthtech. The tribunal has scheduled the meeting for equity shareholders and unsecured creditors of AHEL for May 27, 2026. Although the company sought to dispense with the secured creditors' meeting citing 90.96% consent, the NCLT has directed that the meeting must proceed on May 27, 2026. This procedural step is crucial for the proposed restructuring of the group's pharmacy and digital health businesses.
Key Highlights
NCLT has fixed May 27, 2026, at 2:30 PM for the meeting of Apollo Hospitals' equity shareholders.
The meeting for unsecured creditors of Apollo Hospitals is scheduled for May 27, 2026, at 11:00 AM.
Tribunal rejected the request to dispense with the secured creditors' meeting despite 90.96% consent already obtained.
Meetings for other involved entities (Transferor Companies) are scheduled for May 26, 2026.
The scheme remains subject to final approvals from shareholders, creditors, and regulatory authorities.
👀 What to Watch
Investors should track the outcome of the shareholder meeting on May 27, 2026, as this restructuring is a key milestone for the company's long-term strategy. No immediate portfolio action is required until the voting results and subsequent regulatory clearances are finalized.
Apollo Hospitals Acquires Remaining Stake in AHLL for Rs 18.69 Cr; Becomes 100% Subsidiary
Apollo Hospitals Enterprise Limited has completed the acquisition of the remaining stake in its subsidiary, Apollo Health and Lifestyle Limited (AHLL). The company purchased 775,744 equity shares from individual shareholders at a price of Rs 241 per share, amounting to a total consideration of Rs 18.69 crores. This transaction follows previous acquisitions from IFC and IFC EAF, which had already increased the stake to 99.42%. With this final purchase, AHLL has now become a 100% wholly-owned subsidiary of Apollo Hospitals.
Key Highlights
Acquired 775,744 equity shares of Apollo Health and Lifestyle Limited (AHLL) from individual shareholders.
The acquisition was executed at a price of Rs 241 per share, totaling Rs 18.69 crores.
Company's shareholding in AHLL increased from 99.42% to 100% following this transaction.
AHLL is now a wholly-owned subsidiary, simplifying the corporate structure for the retail healthcare business.
👀 What to Watch
Investors should view this as a positive consolidation move that gives Apollo Hospitals full control over its primary care and diagnostic business. No immediate action is required, but it reinforces the company's focus on its retail health growth engine.
Apollo Hospitals Receives NCLT Order for Composite Scheme of Arrangement
Apollo Hospitals Enterprise Limited (AHEL) has received a certified order from the NCLT Chennai Bench regarding its composite scheme of arrangement. The scheme involves the restructuring of Apollo Healthco, Keimed Private Limited, and Apollo Healthtech to streamline the pharmacy distribution and digital health business. The Tribunal has directed AHEL to convene meetings of its equity shareholders and creditors to seek approval for the proposed arrangement. This is a critical step in the company's long-term strategy to consolidate its pharmacy supply chain and digital platform.
Key Highlights
NCLT order dated March 26, 2026, received by the company on April 9, 2026, regarding the composite scheme.
The arrangement involves Apollo Hospitals (Demerged Co), Apollo Healthco (Transferor 1), Keimed (Transferor 2), and Apollo Healthtech (Resultant Co).
Tribunal directed the convening of a meeting for AHEL equity shareholders via VC/OAVM to vote on the scheme.
Meetings for equity shareholders of Keimed Private Limited and Apollo Healthtech Limited have been dispensed with by the Tribunal.
The restructuring aims to integrate the wholesale distribution business of Keimed with the pharmacy platform of Apollo Healthco.
👀 What to Watch
Investors should vote in favor of the scheme as it is expected to simplify the corporate structure and unlock value in the pharmacy and digital health segments. Monitor the upcoming shareholder meeting date and subsequent voting results for further clarity on the execution timeline.
Apollo Hospitals Gets NCLT Approval to Convene Meetings for Composite Scheme of Arrangement
Apollo Hospitals Enterprise Limited (APOLLOHOSP) has received an order from the NCLT Chennai Bench regarding its composite scheme of arrangement involving Apollo Healthco, Keimed, and Apollo Healthtech. The Tribunal has directed the company to convene meetings for its equity shareholders, secured creditors, and unsecured creditors to seek approval for the restructuring. As of June 2025, the company reported a paid-up share capital of ₹71.89 crore consisting of 14.37 crore equity shares. This regulatory milestone is a key step in the company's plan to consolidate its pharmacy distribution and digital health platforms.
Key Highlights
NCLT Chennai Bench allowed the application for the composite scheme of arrangement in an order dated March 26, 2026.
The Tribunal directed the convening of meetings for equity shareholders and creditors of Apollo Hospitals to vote on the scheme.
Meetings for shareholders of Apollo Healthco, Keimed, and Apollo Healthtech have been dispensed with by the Tribunal.
The scheme involves the demerger and consolidation of health-tech and pharmacy distribution assets into a resultant company.
Final implementation is subject to the approval of shareholders, creditors, and a final sanction order from the NCLT.
👀 What to Watch
Investors should monitor the outcomes of the upcoming shareholder and creditor meetings as this restructuring is intended to unlock value in the digital health segment. No immediate action is required, but the progress indicates the consolidation plan is on track.
Apollo Hospitals to Set Up Multi-Speciality Hospital in Dwarka, Delhi on 9.33-Acre Land
Apollo Hospitals has approved the establishment of a new super-speciality hospital in Dwarka, New Delhi, on a 9.33-acre land parcel leased from the Delhi Development Authority. The project will be executed through a Special Purpose Vehicle (SPV) under a 55-year license agreement. An annual license fee of Rs. 33.3 crores will be payable starting from the fifth year, following a moratorium period, with annual escalations thereafter. This strategic move significantly expands Apollo's footprint in the high-demand National Capital Region.
Key Highlights
Secured 9.33 acres of land in Dwarka, New Delhi, from DDA on a 55-year license basis.
Annual license fee of Rs. 33.3 crores starting from the 5th year with annual escalations.
Project to be implemented in a phased manner via a dedicated Special Purpose Vehicle (SPV).
Formal license agreement to be executed within one year from the board approval.
👀 What to Watch
This expansion is a positive long-term growth catalyst for Apollo's presence in North India. Investors should track updates on project CAPEX and the expected timeline for the first phase of operations.
Apollo Hospitals Completes 30.58% Stake Buy in AHLL for Rs 12,540.68 Million
Apollo Hospitals Enterprise Limited has successfully completed the acquisition of a 30.58% equity stake in its subsidiary, Apollo Health and Lifestyle Limited (AHLL). The stake was acquired from International Finance Corporation (IFC) and IFC EAF for a total consideration of Rs 12,540.68 million. Following this transaction, Apollo Hospitals' effective shareholding in AHLL has increased significantly to 99.42%. This move consolidates the company's control over its retail healthcare and primary care business segments.
Key Highlights
Acquisition of 41,650,638 equity shares representing a 30.58% stake in AHLL.
Total purchase consideration of Rs 12,540.68 million paid to IFC and IFC EAF.
Effective shareholding in the subsidiary AHLL increased to 99.42%.
Transaction completed following necessary approval from the Competition Commission of India (CCI).
Consolidates ownership in the retail healthcare vertical including clinics and diagnostics.
👀 What to Watch
This consolidation of ownership in a key growth subsidiary is a positive long-term move; investors should monitor AHLL's contribution to the consolidated bottom line. The stock may see positive sentiment as the company simplifies its corporate structure and gains full control over AHLL's cash flows.
Apollo Hospitals Q3 FY26: Consolidated PAT Surges 170% YoY to ₹5,023 Million
Apollo Hospitals Enterprise Limited reported a robust performance for Q3 FY26, with consolidated revenue growing 17% YoY to ₹64,774 million. The company's bottom line saw a massive jump, with PAT increasing 170% YoY to ₹5,023 million, driven by strong operational performance across all business verticals. The core Healthcare Services segment maintained healthy EBITDA margins of 24.8%, while the Apollo HealthCo and AHLL segments both recorded 20% revenue growth, signaling strong momentum in digital health and retail clinics.
Key Highlights
Consolidated Revenue increased by 17% YoY to ₹64,774 million in Q3 FY26.
Consolidated PAT witnessed a significant 170% YoY surge, reaching ₹5,023 million.
Healthcare Services (Hospitals) reported an EBITDA margin of 24.8% with 67% occupancy.
Apollo HealthCo (Digital & Pharmacy) revenue grew 20% YoY to ₹28,274 million with 7,113 outlets.
Retail Health (AHLL) EBITDA grew by 39% YoY to ₹476 million, reflecting improved profitability.
👀 What to Watch
Investors should take note of the significant margin expansion and the massive jump in PAT, which indicates strong operational efficiency. The continued growth in the digital health platform (Apollo 24|7) and the pharmacy network strengthens the company's long-term competitive position.
Apollo Hospitals Q3 FY26 PAT Surges 170% YoY to ₹4,219 Million
Apollo Hospitals reported a robust performance for Q3 FY26, with consolidated revenue growing 17% YoY to ₹64,774 million. The company's Profit After Tax (PAT) saw a massive jump of 170% YoY, reaching ₹4,219 million, driven by strong operational efficiencies and growth across all business segments. Healthcare services remained the primary contributor with a 24.8% EBITDA margin, while the digital health and pharmacy segment (HealthCo) continued its growth trajectory with 20% revenue growth.
Key Highlights
Consolidated PAT increased by 170% YoY to ₹4,219 million in Q3 FY26.
Healthcare Services revenue grew 14% YoY to ₹31,832 million with an EBITDA margin of 24.8%.
Average Revenue per IP Patient (ARPOB) stood at ₹180,917 with 67% occupancy across 10,325 beds.
Apollo HealthCo (Digital & Pharmacy) revenue rose 20% YoY to ₹28,274 million.
Retail Health (AHLL) EBITDA grew by 39% YoY to ₹476 million, showing improved profitability in diagnostics and clinics.
👀 What to Watch
The strong growth in PAT and steady margins in the core hospital business make this a positive update for long-term investors. Monitor the continued scaling and path to profitability of the Apollo 24|7 digital platform as it integrates further with the pharmacy business.
Apollo Hospitals Q3 FY26: PAT Surges 170% YoY to ₹5,023 Million; HealthCo Turns Profitable
Apollo Hospitals Enterprise Limited reported a robust Q3 FY26 with consolidated revenue growing 15% YoY to ₹64,774 million. The company achieved a significant milestone as its Apollo HealthCo segment (Digital & Pharmacy) turned EBITDA positive at ₹1,279 million, compared to a loss of ₹1,027 million in the previous year. Net profit (PAT) saw a massive 170% jump to ₹5,023 million, driven by strong hospital margins and the digital turnaround. The core Healthcare Services division maintained a healthy 24.8% EBITDA margin with an average revenue per inpatient of ₹180,917.
Key Highlights
Consolidated Revenue increased 15% YoY to ₹64,774 million in Q3 FY26.
Net Profit (PAT) grew by 170% YoY to ₹5,023 million.
Apollo HealthCo achieved EBITDA of ₹1,279 million, a sharp recovery from a ₹1,027 million loss in Q3 FY25.
Healthcare Services (Hospitals) reported 14% revenue growth and 18% EBITDA growth with 67% occupancy.
Pharmacy network expanded to 7,113 outlets with 46 million registered users on the Apollo 24|7 platform.
👀 What to Watch
The turnaround in the digital health and pharmacy segment is a major positive trigger for the stock's valuation. Investors should maintain a positive outlook given the strong hospital margins and the scaling of the omni-channel healthcare platform.
Apollo Hospitals Subsidiary Acquires Belenus Champion Hospitals for Rs 1,650 Million
Apollo Hospitals' subsidiary, Imperial Hospital and Research Centre Limited, has completed the 100% acquisition of Belenus Champion Hospitals in Bangalore for a total cost of Rs 1,650 million. The target company, which operates a 125-bed facility, reported a turnover of Rs 274.90 million in FY25. Apollo plans to invest a total of Rs 3,000 million to upgrade and expand the facility to 175 beds. The revamped multi-speciality hospital is scheduled to reopen by Q1 FY27, strengthening Apollo's footprint in the Bangalore healthcare market.
Key Highlights
Acquired 100% stake in Belenus Champion Hospitals for a total consideration of Rs 1,650 million including liabilities.
Target company reported FY25 revenue of Rs 274.90 million compared to Rs 305.84 million in FY24.
Total project cost of Rs 3,000 million earmarked for acquisition and expansion to a 175-bed facility.
The hospital is currently being upgraded and is expected to be operational by Q1 FY27.
Acquisition executed through a 90% owned subsidiary, making Belenus a step-down subsidiary of Apollo Hospitals.
👀 What to Watch
Investors should monitor the progress of the facility upgrade as this acquisition strengthens Apollo's presence in the high-demand Bangalore market. The long-term value will depend on the successful turnaround and scaling of the 175-bed facility by FY27.